Nonprofit · EIN 77-0201321
MERCY FOUNDATION-BAKERSFIELD
Tax-exempt · PHOENIX, AZ 85013
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| June 30, 2025 | 990 | $5,345,171 | $4,126,509 | $1,218,662 | $55,397,412 | $1,950,184 | $53,447,228 |
| June 30, 2024 | 990 | $4,812,028 | $3,078,984 | $1,733,044 | $52,327,060 | $652,255 | $51,674,805 |
| June 30, 2023 | 990 | $8,333,120 | $2,360,623 | $5,972,497 | $49,598,623 | $455,022 | $49,143,601 |
Financial details: 990 for the year ended June 30, 2025
Revenue
- Contributions, gifts and grants
- $3,237,896
- of which government grants
- $11,200
- Program service revenue
- $0
- Investment income
- $2,117,650
- Net gain from sales of assets
- $555,305
- Net income from fundraising events
- -$14,488
- Net income from gaming
- $4,113
- Other revenue
- -$10,375
Expenses
- Grants and similar amounts paid
- $3,304,676
- Salaries, compensation and benefits (total)
- $0
- Professional fundraising fees
- $0
- Travel
- $4,126
- Program services (functional)
- $3,304,676
- Management and general (functional)
- $482,624
- Fundraising (functional)
- $339,209
Balance sheet and other
- Total assets, start of year
- $52,327,060
- Total assets, end of year
- $55,397,412
- Total liabilities, end of year
- $1,950,184
- Net assets, end of year
- $53,447,228
- Land, buildings and equipment
- $5,500,000
- Publicly traded securities
- $14,600,738
- Net assets without donor restrictions
- $46,758,815
- Net assets with donor restrictions
- $6,688,413
- Gross receipts
- $19,578,304
- Employees
- 0
- Volunteers
- 29
- Year formed
- 1988
- State of legal domicile
- CA
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990 for the year ended June 30, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BENJAMIN BJ PREDUM | EX-OFF BM/FND PRES (THRU 11/2024) Trustee or director, Officer | 1 | $0 | $985,127 | $134,538 |
| HEMMAL KOTHARY MD | FORMER OFFICER (INTERIM FND PRESIDENT) Former | 1 | $0 | $457,099 | $63,821 |
| JOHN HOLBERT | CFO Trustee or director, Officer | 1 | $0 | $446,846 | $56,427 |
| BENJAMIN LOCKLEAR | FORMER OFFICER (CFO) Former | 1 | $0 | $398,574 | $35,790 |
| TONI HARPER | EX-OFF BOARD MEMBER/EXEC DIRECTOR Trustee or director, Officer | 50 | $0 | $247,593 | $37,730 |
| SIMON RATLIFF | EX-OFF BM/FND PRES (EFF 11/18/24) Trustee or director, Officer | 1 | $0 | $121,636 | $0 |
| CATHERINE GAY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GEOFFREY KING | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| L MARK MULKAY | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| STEVE ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TIMOTHY BANKS II | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NIKOLAS BOONE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GREGORY BRAUN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE CHANTRY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SIMONA DULCICH | BOARD MEMBER (THRU 8/31/24) Trustee or director | 1 | $0 | $0 | $0 |
13 more people on this return
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| JANICE FROEHLICH | EX-OFFICIO BOARD MEMBER Trustee or director | 1 | $0 |
| THOMAS HARDT | BOARD MEMBER Trustee or director | 1 | $0 |
| JOE HAY | BOARD MEMBER Trustee or director | 1 | $0 |
| VALERIE LALLO | BOARD MEMBER Trustee or director | 1 | $0 |
| SR JUDY MORASCI RSM | EX-OFFICIO BOARD MEMBER Trustee or director | 1 | $0 |
| TIMOTHY OSBORN | BOARD MEMBER Trustee or director | 1 | $0 |
| CAROLYN PANDOL | BOARD MEMBER Trustee or director | 1 | $0 |
| PARIKSHAT SHARMA | BOARD MEMBER Trustee or director | 1 | $0 |
| RAVI PATEL MD | BOARD MEMBER Trustee or director | 1 | $0 |
| SANDI SHEPHERD | BOARD MEMBER Trustee or director | 1 | $0 |
| MARCELLINE SOPER | BOARD MEMBER Trustee or director | 1 | $0 |
| KATHLEEN WERDEL | BOARD MEMBER Trustee or director | 1 | $0 |
| JOSEPH WHITTINGTON | BOARD MEMBER Trustee or director | 1 | $0 |
990 for the year ended June 30, 2024: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| BENJAMIN BJ PREDUM | BOARD MEMBER/FOUNDATION PRESIDENT Trustee or director, Officer | 1 | $0 | $805,053 | $91,617 |
| DAVID YEAGER | FORMER OFFICER (INTERIM CFO) Former | 0 | $0 | $554,636 | $50,032 |
| HEMMAL KOTHARY MD | FORMER OFFICER (INTERIM FND PRESIDENT) Former | 1 | $0 | $452,508 | $56,315 |
| BENJAMIN LOCKLEAR | CFO (THRU 7/1/24) Trustee or director, Officer | 1 | $0 | $333,318 | $37,509 |
| TONI HARPER | BOARD MEMBER/EXECUTIVE DIRECTOR Trustee or director, Officer | 50 | $0 | $209,732 | $36,818 |
| STEVE ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TIMOTHY BANKS II | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NIKOLAS BOONE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GREGORY BRAUN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE CHANTRY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SIMONA DULCICH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANICE FROEHLICH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MONTSERRAT GARCIA-CASTELL | BOARD MEMBER (THRU 8/31/23) Trustee or director | 1 | $0 | $0 | $0 |
| THOMAS HARDT | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOE HAY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| VALERIE LALLO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SR JUDY MORASCI RSM | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TIMOTHY OSBORN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CAROLYN PANDOL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RAVI PATEL MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SANDI SHEPHERD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARCELLINE SOPER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN WERDEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH WITTINGTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CATHERINE GAY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GEOFFREY KING | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| L MARK MULKAY | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
990 for the year ended June 30, 2023: 27 people
| Name | Title | Hours / week | Compensation | From related orgs | Other / benefits |
|---|---|---|---|---|---|
| DAVID YEAGER | FORMER OFFICER (INTERIM CFO) Former | 0 | $0 | $581,090 | $61,730 |
| HEMMAL KOTHARY MD | BOARD MEMBER/INTERIM FOUNDATION PRESIDENT Trustee or director, Officer | 1 | $0 | $385,116 | $59,076 |
| BENJAMIN BJ PREDUM | BOARD MEMBER/FOUNDATION PRESIDENT Trustee or director, Officer | 1 | $0 | $376,266 | $14,257 |
| BENJAMIN LOCKLEAR | CFO Trustee or director, Officer | 1 | $0 | $268,110 | $31,523 |
| TONI HARPER | BOARD MEMBER/EXECUTIVE DIRECTOR Trustee or director, Officer | 50 | $0 | $183,905 | $29,785 |
| BRUCE PETERS | FORMER OFFICER (FOUNDATION PRESIDENT) Former | 0 | $0 | $127,844 | $35,445 |
| STEVE ANDERSON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TIMOTHY BANKS II | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| NIKOLAS BOONE | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| GREGORY BRAUN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MICHELLE CHANTRY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SIMONA DULCICH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JANICE FROEHLICH | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MONTSERRAT GARCIA-CASTELL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOE HAY | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| VALERIE LALLO | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SR JUDY MORASCI RSM | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| TIMOTHY OSBORN | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CAROLYN PANDOL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| RAVI PATEL MD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| SANDI SHEPHERD | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| MARCELLINE SOPER | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| KATHLEEN WERDEL | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| JOSEPH WITTINGTON | BOARD MEMBER Trustee or director | 1 | $0 | $0 | $0 |
| CATHERINE GAY | SECRETARY Trustee or director, Officer | 1 | $0 | $0 | $0 |
| GEOFFREY KING | CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
| L MARK MULKAY | VICE-CHAIR Trustee or director, Officer | 1 | $0 | $0 | $0 |
Address and contacts
- Address (IRS master file)
- 3033 N 3RD AVE, PHOENIX, AZ 85013-4447
- In care of
- % DAVID YEAGER
- Principal officer (990 for 2024)
- TONI HARPER, PO BOX 119, BAKERSFIELD, CA 93302
- Signed the 990
- JOHN HOLBERT, VP/ CFO
- Phone
- (661) 663-6700
- Return prepared by
- COMMONSPIRIT HEALTH
Mission
TO PROVIDE SUPPORT TO DIGNITY HEALTH HOSPITALS IN BAKERSFIELD CA.
Program accomplishments
- THE FOUNDATION IS AN IRC SEC 509(A)(3) SUPPORTING ORGANIZATION TO DIGNITY HEALTH. AS A SUPPORTING ORGANIZATION, THE FOUNDATION OPERATES EXCLUSIVELY FOR THE BENEFIT OF, OR TO CARRY OUT THE PURPOSES OF DIGNITY HEALTH. FOUNDATION SUPPORT ALLOWS THE HOSPITAL TO FURTHER ITS MISSION BY MAKING THE HEALING PRESENCE OF GOD KNOWN IN OUR WORLD BY IMPROVING THE HEALTH OF THE PEOPLE WE SERVE, ESPECIALLY THOSE WHO ARE VULNERABLE, WHILE WE ADVANCE SOCIAL JUSTICE FOR ALL.Expenses $3,304,676 · grants $3,304,676
What it must file and when
IRS records say it files Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N. Its accounting year ends in June, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | June 30, 2026 | November 16, 2026 | Not due yet |
| 2024 | June 30, 2025 | November 17, 2025 | 990 on file |
| 2023 | June 30, 2024 | November 15, 2024 | 990 on file |
IRS record
- EIN
- 77-0201321
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Hospital or medical research organization
- Exempt since
- 1946
- Accounting year ends
- June
- Files
- Form 990 or 990-EZ
- Group exemption
- 0928: UNITED STATES CATHOLIC CONFERENCE
- Assets (IRS master file)
- $55,397,412
- Income (IRS master file)
- $19,578,304
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990 | June 2025 | $5,345,171 | $4,126,509 | $55,397,412 | IRS |
| 990 | June 2024 | $4,812,028 | $3,078,984 | $52,327,060 | IRS |
| 990 | June 2023 | $8,333,120 | $2,360,623 | $49,598,623 | XML |
| 990 | June 2022 | $2,896,110 | $2,738,065 | $44,544,205 | IRS |
| 990 | June 2021 | – | – | – | IRS |
| 990 | June 2020 | – | – | – | IRS |
| 990 | June 2019 | – | – | – | IRS |
| 990 | June 2018 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 77-0201321).
Questions about MERCY FOUNDATION-BAKERSFIELD
- What is the EIN of MERCY FOUNDATION-BAKERSFIELD?
- The employer identification number (EIN) of MERCY FOUNDATION-BAKERSFIELD is 77-0201321.
- Is MERCY FOUNDATION-BAKERSFIELD tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 1946.
- Which annual return does MERCY FOUNDATION-BAKERSFIELD file?
- Form 990 or 990-EZ. Based on its last return; a smaller organization may file the 990-N.
- When is the next return of MERCY FOUNDATION-BAKERSFIELD due?
- The return for tax year 2025 (the year ending June 30, 2026) is due November 16, 2026. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did MERCY FOUNDATION-BAKERSFIELD last file with the IRS?
- The latest return in the IRS public files is the 990 for the year ended June 2025.
- Who is the principal officer of MERCY FOUNDATION-BAKERSFIELD?
- The 990 for the year ended June 30, 2025 names TONI HARPER.
- Who are the officers and directors of MERCY FOUNDATION-BAKERSFIELD?
- The 990 for the year ended June 30, 2025 lists 28 people; 0 received compensation from the organization.
- How much revenue does MERCY FOUNDATION-BAKERSFIELD have?
- On its 990 for the year ended June 30, 2025 it reported revenue of $5,345,171, expenses of $4,126,509 and total assets of $55,397,412 at year end.
Other nonprofits in PHOENIX
- BANNER HEALTH EIN 45-0233470 · last filed 990 for 2024
- MERCY CARE EIN 86-0527381 · last filed 990 for 2025
- DIGNITY COMMUNITY CARE EIN 81-5009488 · last filed 990 for 2025
- COMMONSPIRIT HEALTH EIN 47-0617373 · last filed 990 for 2025
- GRAND CANYON UNIVERSITY EIN 47-2507725 · last filed 990 for 2025
- COMMONSPIRIT WASHINGTON EIN 91-0564491 · last filed 990 for 2025
- BANNER UNIVERSITY FAMILY CARE EIN 46-3766901 · last filed 990 for 2024
- PHOENIX CHILDRENS HOSPITAL EIN 86-0422559 · last filed 990 for 2024